ALPHA PHI FOUNDATION INC (EIN 363895478) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1956

Legal Domicile

Principal Officer

LINDA SCHNETZER

Phone

8474754532

Tax Period

2024-07-01 to 2025-06-30

ALPHA PHI FOUNDATION INC, founded in 1956, is a community nonprofit in the Education sector that reported $6.4M in total revenue in fiscal year 2024. Revenue surged 22% from the prior year, signaling strong growth momentum. The organization ran a surplus of $2.1M, a strong 33% operating margin.

Mission

ADVANCING WOMEN'S LIVES THROUGH POWER OF PHILANTHROPY.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $3,641,841

Program Service Revenue $0

Investment Income $2,753,325

Other Revenue $-1,576

TOTAL REVENUE $6,393,590

Expense Breakdown

Grants Paid $2,702,939

Salaries & Benefits $1,069,903

Fundraising Expenses $603,972

Program Expenses $3,128,931

Other Expenses $529,812

TOTAL EXPENSES $4,302,654

Year-over-Year Comparison

	2024	2023	Change
Revenue	$6,393,590	$5,253,709	+0.2%
Expenses	$4,302,654	$4,534,214	-0.1%
Net Income	$2,090,936	$719,495	+1.9%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

200

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$90,735

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
REBECCA ZANATTA	CHAIR	5.00	Officer Director	$0	$0	$0
JANELLE DEL CARLO	VICE CHAIR DEVELOPMENT	5.00	Officer Director	$0	$0	$0
JACKEE SCHOOLS	VICE CHAIR FUNDING PRIORIT	5.00	Officer Director	$0	$0	$0
CLAIRE COSTIN	TREASURER	5.00	Officer Director	$0	$0	$0
BARBARA TINGLEY	ASSISTANT TREASURER	5.00	Director	$0	$0	$0
SHANA SMITH	SECRETARY	5.00	Director	$0	$0	$0
JANIS COUGHLIN-PIESTER	ASSISTANT SECRETARY	5.00	Director	$0	$0	$0
SUSAN MCNEICE	DIRECTOR	5.00	Director	$0	$0	$0
JENNIFER JOHNSTON	DIRECTOR	5.00	Director	$0	$0	$0
SHERYL BARDEN	DIRECTOR	5.00	Director	$0	$0	$0
DARA GOLDSMITH	DIRECTOR	5.00	Director	$0	$0	$0
KATE HALFON	EX OFFICIO	5.00	Director	$0	$0	$0
LINDA SCHNETZER	EXECUTIVE DIRECTOR	40.00	Officer	$90,735	$0	$90,735
AMY PEEBLES	FORMER EXECUTIVE DIRECTOR	40.00		$119,462	$0	$119,462

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$6,393,590	$4,302,654	$28,536,677	$2,090,936
2024	$5,253,709	$4,534,214	$27,925,480	$719,495
2023	$3,926,787	$6,028,158	$25,092,722	$-2,101,371
2022	$5,758,361	$4,719,304	$26,651,155	$1,039,057
2021	$4,608,658	$2,955,336	$30,132,695	$1,653,322
2020	$3,583,274	$3,830,409	$24,359,223	$-247,135
2019	$3,757,678	$2,938,318	$22,942,160	$819,360
2018	$5,509,873	$3,192,065	$20,978,561	$2,317,808

ALPHA PHI FOUNDATION INC